First-order effects

• DataSift and NTT Data lose their core supply overnight — DataSift says its Twitter access expires in August and is warning customers and their customers downstream, while pointing them toward its Facebook data offering instead.
• Buyers who built social-analytics pipelines on DataSift's Twitter feed face forced migration before August, with Twitter's own sales team as one of the few replacement vendors.

Second-order effects

• Resellers that survive will compete on non-Twitter sources — DataSift is already touting Facebook access, shifting competitive differentiation from Twitter coverage to multi-platform breadth.
• Twitter retains tighter leverage over the partners it keeps: a year later, Dataminr, which still uses the full firehose, was barred by Twitter from serving US intelligence agencies — showing access now comes with behavioral conditions attached.

Third-order effects

• Firehose access stops being an open ecosystem feature and becomes a revocable commercial lever, with Twitter deciding who gets data, on what terms, and for what end uses.
• If the pattern holds, platform data consolidates into vertically integrated businesses — and the pressure falls hardest on intermediaries whose entire product is someone else's pipe, a squeeze compounding Twitter's own problem of reversing a sales slowdown driven partly by weak demand for results-focused pricing.